Ramen Retirement: Lifetime Gifting Worksheet
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Lifetime Gift Tax Exemption ProjectionProjection - Annual Gift Tax Exclusion Over 30 YearsHistorical Annual Gift Exclusion Inflation
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Current age30Year
Annual exclusion / spouse
Married exclusion
Total potential gifting
YearAnnual exclusion
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Life expectancy902018$15,000$30,000$180,0001998$10,000
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2018 Lifetime gift tax exemption$5,600,0002019$15,307$30,614$183,6862007$12,000
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Gift tax exemption inflation2.05%2020$15,621$31,241$187,4482018$15,000
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Expected Lifetime gift tax exemption at death
$18,899,8292021$15,941$31,881$191,287Source
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2022$16,267$32,534$195,2051998-2018 CAGR2.048%
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Value of Annual Gift Tax Exclusion Over 30 and 60 Years2023$16,600$33,200$199,2032007-2018 CAGR2.049%
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2018 Annual gift tax exclusion$15,0002024$16,940$33,880$203,282
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Number of children22025$17,287$34,574$207,445
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Number of grandchildren42026$17,641$35,282$211,694
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Total gift recipients62027$18,002$36,005$216,029
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Annual gift tax exclusion value 2018$180,0002028$18,371$36,742$220,454
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Annual gift tax exclusion value 2048$330,6802029$18,747$37,495$224,969
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Annual gift tax exclusion value 2078$607,4952030$19,131$38,263$229,576
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Total value of annual exclusion over 30 years
$7,357,4032031$19,523$39,046$234,278
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Total value of annual exclusion over 60 years
$21,481,2502032$19,923$39,846$239,076
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2033$20,331$40,662$243,972
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2034$20,747$41,495$248,969
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2035$21,172$42,345$254,067
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2036$21,606$43,212$259,271
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2037$22,048$44,097$264,581
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2038$22,500$45,000$269,999
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2039$22,961$45,921$275,529
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2040$23,431$46,862$281,172
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2041$23,911$47,822$286,930
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2042$24,401$48,801$292,806
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2043$24,900$49,800$298,803
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2044$25,410$50,820$304,922
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2045$25,931$51,861$311,167
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2046$26,462$52,923$317,540
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2047$27,004$54,007$324,043
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2048$27,557$55,113$330,680
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2049$28,121$56,242$337,452
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2050$28,697$57,394$344,363
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2051$29,285$58,569$351,416
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2052$29,884$59,769$358,612
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2053$30,496$60,993$365,957
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2054$31,121$62,242$373,452
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2055$31,758$63,517$381,100
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2056$32,409$64,817$388,905
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2057$33,072$66,145$396,870
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2058$33,750$67,500$404,998
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2059$34,441$68,882$413,292
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2060$35,146$70,293$421,756
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2061$35,866$71,732$430,394
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2062$36,601$73,201$439,208
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2063$37,350$74,701$448,203
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2064$38,115$76,230$457,382
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2065$38,896$77,792$466,750
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2066$39,692$79,385$476,309
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2067$40,505$81,011$486,063
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2068$41,335$82,670$496,018
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2069$42,181$84,363$506,176
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2070$43,045$86,090$516,543
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2071$43,927$87,854$527,122
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2072$44,826$89,653$537,917
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2073$45,744$91,489$548,934
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2074$46,681$93,363$560,176
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2075$47,637$95,275$571,648
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2076$48,613$97,226$583,356
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2077$49,609$99,217$595,303
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2078$50,625$101,249$607,495
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